RGF
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Retirement Guys Formula’s Kroger KR Stock Holding History

Retirement Guys Formula’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,291
Closed -$664K – 133
2024
Q2 		$664K Buy
13,291
+492
+4% +$26.5K 0.32% 83
2024
Q1 		$731K Buy
12,799
+2,621
+26% +$129K 0.36% 75
2023
Q4 		$465K Sell
10,178
-620
-6% -$27.5K 0.25% 97
2023
Q3 		$483K Buy
10,798
+472
+5% +$22.2K 0.34% 81
2023
Q2 		$485K Buy
10,326
+246
+2% +$11.7K 0.28% 90
2023
Q1 		$498K Buy
10,080
+317
+3% +$14.5K 0.36% 81
2022
Q4 		$435K Buy
9,763
+1,459
+18% +$67K 0.36% 96
2022
Q3 		$364K Buy
8,304
+1,543
+23% +$73.3K 0.38% 80
2022
Q2 		$320K Buy
6,761
+1,017
+18% +$54.2K 0.33% 91
2022
Q1 		$330K Sell
5,744
-1,367
-19% -$67.9K 0.22% 80
2021
Q4 		$322K Buy
+7,111
New +$299K 0.26% 75

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Retirement Guys Formula's KR Position: Q3 2024 in Review

Retirement Guys Formula sold out of Kroger (KR) in Q3 2024, closing a stake of 13,291 shares — an estimated $664K sold.

Retirement Guys Formula first reported a position in KR in Q4 2021 and held it in 11 quarters. The position peaked at $731K in Q1 2024. 1,203 funds tracked by Wall St. Rank hold KR as of Q3 2024.

  • Retirement Guys Formula reported no remaining Kroger position as of Q3 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 13,291 Kroger shares in Q3 2024, an estimated $664K.
  • Retirement Guys Formula first reported a position in Kroger in Q4 2021 and held it in 11 quarters.
  • Retirement Guys Formula's Kroger position peaked at $731K in Q1 2024.
  • 1,203 funds tracked by Wall St. Rank held Kroger as of Q3 2024.

Based on Retirement Guys Formula's 13F filing for Q3 2024, filed 21 Oct 2024.